NiSource
428 hedge funds and large institutions have $6.2B invested in NiSource in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 40 closing their positions.
669% more call options, than puts
Call options by funds: $34M | Put options by funds: $4.42M
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
73% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 40
20% more capital invested
Capital invested by funds: $5.16B → $6.2B (+$1.04B)
12% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 132
7% more funds holding
Funds holding: 400 → 428 (+28)
0.22% more ownership
Funds ownership: 83.68% → 83.9% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$47.2M |
| 2 |
Axa
Paris,
France
|
+$45.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8M |
| 5 |
Royal London Asset Management
United Kingdom
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$86.1M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$55.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46.4M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$28.7M |
NI Hedge Fund Activity: Q1 2016 in Review
428 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2016, worth a combined $6.2B — up 20% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new NI positions and 40 closed out — a net gain of 29 holders — while 148 added to existing stakes and 132 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $47.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $86.1M.
- 428 institutional investors held NiSource (NI) as of Q1 2016, up from 400 in Q4 2015.
- Funds reported $6.2B of NiSource stock for Q1 2016, up 20% quarter-over-quarter.
- 69 funds opened new NiSource positions in Q1 2016 and 40 closed out, a net change of +29 holders.
- The largest NiSource buyer in Q1 2016 was Bank of New York Mellon, an estimated $47.2M added.
- The largest NiSource seller in Q1 2016 was T. Rowe Price Associates, an estimated $86.1M sold.
Based on aggregated 13F filings for Q1 2016.